Alphabet Inc. $GOOGL Shares Purchased by DUTCH ASSET Corp

DUTCH ASSET Corp raised its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 23.9% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,861 shares of the information services provider’s stock after acquiring an additional 2,478 shares during the period. Alphabet makes up 2.5% of DUTCH ASSET Corp’s investment portfolio, making the stock its 12th biggest holding. DUTCH ASSET Corp’s holdings in Alphabet were worth $3,698,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in shares of Alphabet by 2.4% in the fourth quarter. Vanguard Group Inc. now owns 528,969,322 shares of the information services provider’s stock valued at $165,567,398,000 after acquiring an additional 12,531,695 shares in the last quarter. State Street Corp raised its holdings in Alphabet by 1.8% during the second quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock worth $40,524,841,000 after purchasing an additional 4,008,374 shares in the last quarter. Geode Capital Management LLC lifted its position in Alphabet by 1.9% in the fourth quarter. Geode Capital Management LLC now owns 146,193,037 shares of the information services provider’s stock valued at $45,625,595,000 after purchasing an additional 2,666,676 shares during the period. Norges Bank acquired a new stake in Alphabet in the fourth quarter valued at about $30,534,239,000. Finally, Bank of America Corp DE boosted its holdings in Alphabet by 4.9% in the 4th quarter. Bank of America Corp DE now owns 69,108,183 shares of the information services provider’s stock valued at $21,630,861,000 after purchasing an additional 3,218,852 shares in the last quarter. 40.03% of the stock is owned by institutional investors and hedge funds.

Alphabet Stock Up 6.7%

Alphabet stock opened at $356.13 on Friday. Alphabet Inc. has a fifty-two week low of $187.82 and a fifty-two week high of $408.61. The firm has a market capitalization of $4.36 trillion, a price-to-earnings ratio of 17.89, a price-to-earnings-growth ratio of 0.94 and a beta of 1.24. The stock’s fifty day moving average is $357.79 and its two-hundred day moving average is $339.30. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.64 and a current ratio of 2.72.

Alphabet (NASDAQ:GOOGL) last released its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 by $6.22. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The business had revenue of $119.80 billion during the quarter, compared to the consensus estimate of $117.07 billion. Analysts predict that Alphabet Inc. will post 20.51 EPS for the current fiscal year.

Alphabet Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be given a dividend of $0.22 per share. The ex-dividend date is Friday, September 4th. This represents a $0.88 dividend on an annualized basis and a yield of 0.2%. Alphabet’s payout ratio is presently 4.42%.

Insider Buying and Selling at Alphabet

In related news, CAO Marsida Saraci sold 449 shares of Alphabet stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $333.20, for a total transaction of $149,606.80. Following the completion of the transaction, the chief accounting officer directly owned 27,386 shares in the company, valued at $9,125,015.20. The trade was a 1.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Frances Arnold sold 82 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $333.39, for a total value of $27,337.98. Following the completion of the sale, the director directly owned 18,914 shares in the company, valued at approximately $6,305,738.46. The trade was a 0.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 600,547 shares of company stock worth $16,255,540 over the last ninety days. 11.61% of the stock is currently owned by company insiders.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet’s custom Tensor Processing Units (TPUs) are increasingly viewed as credible alternatives to Nvidia chips. That could reduce Google’s dependence on external suppliers and create a potential external chip-revenue opportunity. Alphabet and Amazon custom AI chips
• Positive Sentiment: Recent commentary highlights Alphabet’s record quarter, strong Google Cloud growth, Gemini adoption and enterprise AI demand. Analysts and value-focused investors continue to view GOOGL as comparatively inexpensive among large technology and AI companies. Alphabet AI investment and valuation
• Positive Sentiment: Google is reportedly supporting a $15 billion Anthropic data-center project with chips and financial guarantees, while Oracle is expanding its partnership to bring Gemini models to enterprise applications. These initiatives could drive Google Cloud demand and strengthen Alphabet’s AI ecosystem. Anthropic data center backed by Google
• Neutral Sentiment: Alphabet’s reported quarterly earnings and revenue beat consensus estimates by wide margins, supporting the fundamental case, although investors remain focused on whether AI growth will translate into sufficient cash returns.
• Negative Sentiment: Alphabet withdrew its Google Earth AI image-generation feature only one day after launch following criticism that fabricated imagery could spread misinformation. The quick reversal limits immediate product risk but raises questions about AI governance and rollout discipline. Google Earth AI feature withdrawn
• Negative Sentiment: The AI buildout is becoming increasingly expensive. Alphabet is targeting up to $205 billion in 2026 capital expenditures, while rising memory and infrastructure costs are pressuring cash flow and increasing future depreciation. AI buildout costs and cash flow
• Negative Sentiment: Recent insider sales were small relative to the executives’ remaining holdings, but they provide a modest sentiment headwind. Separately, investor-law-firm investigations could create additional legal and reputational overhang. Alphabet director stock sale

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on GOOGL shares. Piper Sandler reissued an “overweight” rating and set a $395.00 target price (down from $445.00) on shares of Alphabet in a research note on Thursday, July 23rd. Rosenblatt Securities restated a “neutral” rating and issued a $393.00 price target on shares of Alphabet in a research note on Thursday, July 23rd. Rothschild & Co Redburn increased their price objective on Alphabet from $390.00 to $430.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. New Street Research raised their target price on Alphabet from $450.00 to $455.00 and gave the company a “buy” rating in a report on Friday, June 5th. Finally, Evercore boosted their target price on shares of Alphabet from $400.00 to $420.00 and gave the stock an “outperform” rating in a research report on Thursday, April 30th. Six investment analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $419.86.

Alphabet Profile

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.